Fusion

Fusion is a business management software designed to streamline operations and improve efficiency for companies in various industries. According to the vendor, Fusion is suitable for businesses of all sizes, from small enterprises to large corporations. It caters to professionals in event management and rental services, catering and food services, hospitality and hotel management, equipment rental and leasing, as well as audiovisual services.

Key Features

Customized Invoice Layouts: According to the vendor, Fusion allows customers to create customized invoices with various details and formats, including summary invoices, roll-up invoices, and notices for missing items. The system-generated invoices can include an invoice counter to track the number of times an invoice has been printed.

Printing Letters: Fusion provides the ability to compose letters easily and quickly. System-generated letters can fill in letter headers, customer information, salutation, and closing using database information. Letter bodies are stored and can be edited on an individual basis.

Marketing Messages: When printing an invoice, Fusion allows users to include a marketing message that can change based on the printing date, according to the vendor.

Automated Reminders: According to the vendor, Fusion offers automation features in Azure to send text reminders of appointments, helping to improve closing ratios.

Proposals, Quotes & Contracts: Fusion includes a powerful report generator that allows users to design templates for automated proposal and contract generation. Customer reports can be easily compiled from event information, and letters, proposals, contracts, and invoices can be printed, faxed, or emailed to clients.

Damage Waiver: Fusion enables the application of fees to an event order using event type flags. Users can create specific damage waiver fee structures with customizable settings. The damage waiver fee can be taxable or non-taxable separate from the taxation of the order, according to the vendor.

Percentage Based: According to the vendor, Fusion supports surcharges based on a percentage of the sale to help businesses manage rising fuel costs. The percentage can be easily adjusted and applied only to specific items. Surcharges appear as separate line items on the invoice and can be taxed if required.

Desktop CRM: Fusion's desktop CRM is fully integrated with Microsoft's Office Suite. Users can drag and drop email threads into prospect, customer, or event files. Appointments set in Fusion can be connected to Outlook. The CRM app allows users to look up customer phone numbers on the go, according to the vendor.

Mobile CRM: Fusion CRM functionality is integrated into the desktop application and offers a mobile module. Real-time information is available on smartphones, allowing users to access updated data and respond to changes. Updates made on the mobile app are visible on the Fusion desktop, according to the vendor.

Web CRM: Fusion offers lead generation methods through web page script integration. Logic can be implemented on the "contact us" page to capture prospect data in Fusion. Web CRM allows for capturing required prospect data and exporting it to Fusion in a defined format, according to the vendor.